Ramesh Damani & Mohnish Pabrai Q&A with Millennium Mams' - May 8, 2020
Chai with Pabrai
00:00
Market Dynamics Amid Crisis
This chapter examines the current economic landscape shaped by the pandemic, discussing challenges across various sectors and the disproportionate impact on vulnerable populations. It also analyzes the shifting geopolitical dynamics, particularly the U.S.-China relationship, and speculates on the future of global supply chains with potential alternatives like India and Vietnam. The conversation emphasizes the need for infrastructural improvements in India to capitalize on private sector successes and enhance overall economic growth.
Transcript
Play full episode
